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Fidelity Puritan Fund (FPUKX)

25.46 +0.01 (+0.04%)
At close: May 17 at 8:01 PM EDT
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DELL
  • Previous Close 25.45
  • YTD Return 5.35%
  • Expense Ratio 0.47%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 21.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 29.15B
  • Beta (5Y Monthly) 1.02
  • Yield 1.65%
  • 5y Average Return --
  • Holdings Turnover 52.00%
  • Last Dividend 0.10
  • Inception Date Apr 16, 1947

The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities.

Fidelity Investments

Fund Family

Allocation--50% to 70% Equity

Fund Category

29.15B

Net Assets

1947-04-16

Inception Date

Performance Overview: FPUKX

Trailing returns as of 5/17/2024. Category is Allocation--50% to 70% Equity.

YTD Return

FPUKX
5.35%
Category
9.69%
 

1-Year Return

FPUKX
18.73%
Category
27.06%
 

3-Year Return

FPUKX
4.64%
Category
11.00%
 

5-Year Return

FPUKX
10.21%
Category
10.26%
 

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Holdings: FPUKX

Top 10 Holdings (26.05% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 6.14%
NVDA
NVIDIA Corporation 3.80%
AMZN
Amazon.com, Inc. 3.36%
META
Meta Platforms, Inc. 2.41%
GOOG
Alphabet Inc. 2.38%
ETN
Eaton Corporation plc 1.88%
LLY
Eli Lilly and Company 1.65%
MA
Mastercard Incorporated 1.59%
BSX
Boston Scientific Corporation 1.43%
MRVL
Marvell Technology, Inc. 1.40%

Sector Weightings

SectorFPUKX
Technology   31.33%
Industrials   13.04%
Healthcare   12.03%
Energy   2.03%
Real Estate   0.35%
Utilities   0.26%

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Research Reports: FPUKX

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